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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

108 hedge funds and large institutions have $1.01B invested in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 24

16% more capital invested

Capital invested by funds: $873M → $1.01B (+$138M)

6% more funds holding

Funds holding: 102108 (+6)

1.5% more ownership

Funds ownership: 64.4%65.9% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
43
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$323K
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K +$250K +7,169 +407%
APCM
78
Alaska Permanent Capital Management
Alaska
$307K
Baird Financial Group
79
Baird Financial Group
Wisconsin
$273K -$1.42M -40,603 -84%
CB
80
Community Bank
New York
$270K -$2.62K -75 -1%
BCM
81
Bluefin Capital Management
New York
$254K +$253K +7,264 New
US Bancorp
82
US Bancorp
Minnesota
$241K
AI
83
Atria Investments
North Carolina
$219K +$219K +6,287 New
CIA
84
Capital Investment Advisors
Georgia
$216K +$216K +6,180 New
GWM
85
Geneos Wealth Management
Colorado
$210K -$11.6K -334 -5%
UR
86
USCA RIA
Texas
$206K
VFA
87
Voya Financial Advisors
Connecticut
$204K -$11.3K -324 -5%
APSP
88
Asset Planning Services (Pennsylvania)
Pennsylvania
$159K +$25.7K +738 +19%
CWM
89
Concert Wealth Management
California
$70K +$69.8K +2,001 New
KLI
90
Kelman-Lazarov Inc
Tennessee
$52K +$52.3K +1,500 New
Citigroup
91
Citigroup
New York
$48K -$59.2K -1,698 -55%
AIM
92
Anchor Investment Management
South Carolina
$39.1K
BC
93
Bartlett & Co
Ohio
$39K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$33K -$30.3K -870 -48%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$20K
S
96
SignatureFD
Georgia
$20K
JFA
97
JNBA Financial Advisors
Minnesota
$20K +$19.7K +565 New
NC
98
NewSquare Capital
Pennsylvania
$11K
IWMPD
99
Integrated Wealth Management (Palm Desert)
California
$9K
Creative Planning
100
Creative Planning
Kansas
$8K -$27.5K -788 -78%